Canopy + Microsoft SharePoint
Create new items in Microsoft SharePoint for every new business contact in Canopy
Keep your business relationships managed in a breeze as new contacts in Canopy directly create list items in your Microsoft SharePoint. This workflow does the job for you, saving time you can spend on more important tasks. It's an efficient way to keep all your business contacts in one place for better tracking and access.
Keep your business relationships managed in a breeze as new contacts in Canopy directly create list items in your Microsoft SharePoint. This workflow does the job for you, saving time you can spend on more important tasks. It's an efficient way to keep all your business contacts in one place for better tracking and access.
- When this happens...
- automatically do this!Create List Item
Creates a new item on a list.
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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.